Geller Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$246K	Hold	2,279	–	–	0.02%	227
2024 Q3	$263K	Buy	2,279 +86	+4%	+$9.92K	0.02%	225
2024 Q2	$220K	Hold	2,193	–	–	0.02%	247
2024 Q1	$212K	Buy	2,193 +34	+2%	+$3.29K	0.02%	260
2023 Q4	$210K	Buy	+2,159	New	+$210K	0.02%	254